Riverview Capital Advisers, LLC

CIK

1962933

Location

BOSTON, MA

Portfolio Value

Micro $406,050

Diversification

Diversified

Filing Date

Global Rank

#3,992 / 8,586 ▼ 65

Top Industry

Insurance - Diversified 11.1%

3Y Alpha vs SPY

-5.8%

Period ended 3 months ago

Filed May 14, 2026 · 33d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.6%

SPY

+78.1%

Annualised alpha

-5.8%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.1%

+0.3 pts

Top 5

40.6%

−0.7 pts

Top 10

57.6%

−0.7 pts

HHI

511

Diversified+14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.2%	$55,298,211	11
Financial Services	18.6%	$40,910,283	9
Consumer Cyclical	18.5%	$40,665,045	7
Real Estate	10.3%	$22,706,177	6
Industrials	8.9%	$19,559,199	5
Energy	5.0%	$11,053,830	3
Consumer Defensive	4.1%	$9,004,934	3
Communication Services	3.7%	$8,104,316	5
Healthcare	2.7%	$5,959,639	9
Utilities	2.1%	$4,522,390	1
Unclassified	0.7%	$1,600,484	3
Basic Materials	0.2%	$406,050	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+36,764	38,559	$4,031,343
SG	Sweetgreen, Inc.	+11,000	34,200	$177,498
IBIT	iShares Bitcoin Trust ETF	+10,000	16,165	$621,059
CSGP	Costar Group, Inc.	+2,909	5,972	$240,910
SIRI	Sirius Xm Holdings Inc.	+2,363	31,752	$732,836
WMT	Walmart Inc.	+1,670	55,009	$6,836,518
KMI	Kinder Morgan, Inc.	+897	183,159	$6,141,321
GOOGL	Alphabet Inc.	+641	16,329	$4,695,567
V	Visa Inc.	+373	10,776	$3,256,938
BRK-B	Berkshire Hathaway Inc	+337	50,712	$24,301,190
SHOP	Shopify Inc.	+335	2,623	$311,140
R	Ryder System Inc	+219	29,228	$5,983,263
META	Meta Platforms, Inc.	+130	1,507	$862,199
AFL	Aflac Inc	+107	19,987	$2,192,773
AMZN	Amazon Com Inc	+107	113,232	$23,582,828
NFLX	Netflix Inc	+40	16,720	$1,607,628
ORCL	Oracle Corp	+39	2,972	$437,210
SPY	Spdr S&P 500 ETF Trust	+37	989	$643,186
XOM	Exxon Mobil Corp	+31	6,365	$1,079,885
MKL	Markel Group Inc.	+20	4,196	$8,031,437
LH	Labcorp Holdings Inc.	+17	6,922	$1,846,858
GS	Goldman Sachs Group Inc	+8	1,482	$1,253,757
MA	Mastercard Inc	+7	744	$371,747
SYK	Stryker Corp	+3	1,373	$451,154
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
SPG	Simon Property Group Inc.	−22,474	29,525	$5,507,298
PK	Park Hotels & Resorts Inc.	−12,200	665,678	$7,009,589
STWD	Starwood Property Trust, Inc.	−10,986	98,021	$1,687,921
AVB	Avalonbay Communities Inc	−7,485	9,234	$1,508,373
JNJ	Johnson & Johnson	−4,221	2,950	$721,098
AAPL	Apple Inc.	−3,708	85,442	$21,684,325
CARR	CARRIER GLOBAL Corp	−2,684	109,132	$6,145,222
DKNG	DraftKings Inc.	−1,705	10,378	$224,372
BXP	BXP, Inc.	−1,364	130,098	$6,752,086
ENB	Enbridge Inc	−1,324	70,791	$3,832,624
MU	Micron Technology Inc	−350	23,152	$7,821,671
ES	Eversource Energy	−285	65,277	$4,522,390
KO	Coca Cola Co	−174	22,377	$1,701,770
BAC	Bank Of America Corp /De/	−162	4,424	$215,670
URI	United Rentals, Inc.	−125	7,024	$5,117,405
HD	Home Depot, Inc.	−91	15,128	$4,975,447
PEP	Pepsico Inc	−76	3,005	$466,646
BX	Blackstone Inc.	−64	4,291	$493,422
MSFT	Microsoft Corp	−50	23,429	$8,672,712
NVDA	Nvidia Corp	−10	22,857	$3,986,260
JPM	Jpmorgan Chase & Co	−2	2,697	$793,349
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	42,067	$7,852,646
OTIS	Otis Worldwide Corp	25,679	$1,979,337
BA	Boeing Co	1,678	$333,972
IBM	International Business Machines Corp	867	$210,152
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
EQR	Equity Residential	54,995	$3,466,884
TOL	Toll Brothers, Inc.	24,217	$3,274,622
PSA	Public Storage	12,206	$3,167,457
PSX	Phillips 66	21,282	$2,746,229
VICI	Vici Properties Inc.	93,419	$2,626,942
ABNB	Airbnb, Inc.	14,527	$1,971,604
UBER	Uber Technologies, Inc	7,098	$579,977
DHR	Danaher Corp /De/	1,051	$240,594
ACN	Accenture plc	811	$217,591
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $406,050 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
LAR	Lithium Argentina AG Basic Materials	Held	60,786	0	$406,050	+19.7%	100.00%